Calgary Investment Planning
Comprehensive investment planning to help you achieve your goals.
Investing is an essential part of wealth management
We are passionate about enhancing financial literacy in Canada. We strive to develop a culture of savings and investment while keeping your investment strategy aligned with your financial plan. It is important that we match the appropriate financial vehicle with the right product and improve overall investment decision-making.
Markets can be volatile and are continuously changing. Each year we conduct detailed annual reviews to ensure your investment mix remains within your risk tolerance and that you’re still on track to achieve your goals.
*I am a Dealing Representative attached to PEAK Securities Inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, Investment Dealer, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities Inc. is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com